Our Fees

Fees/Compensation (effective 01/01/2017)

Level fees for fee based management of securities accounts (in addition to underlying costs of actual investment or third party money manager or possible platform fees not charged by Premier Wealth Management Group, LLC.)

Assist with determining appropriate portfolio model/allocation or third party money manager based on client objectives, time frame, risk tolerance, etc.

Portfolio monitoring, rebalancing and reallocation as necessary

Under $1 million in household assets in fee based accounts = maximum of 1.0% per year. Annual meetings provided to review portfolio